Capital Allocators – Inside the Institutional Investment Industry cover image

George Michelakis – Chess Master’s Approach to Long-Short Equity at Gladstone (EP.362)

Capital Allocators – Inside the Institutional Investment Industry

00:00

Strategic Investment Approaches at Gladstone

This chapter explores the investment strategies utilized at Gladstone, highlighting the role of geographical and sectoral knowledge in decision-making. It also underscores the importance of a culture of excellence and a structured risk framework in managing investments across key sectors like financials, TMT, and consumer markets.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app